+16.5%
SSNC vs MNDY
-49.8%
+66.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.3% | +1.5% |
| 7D | -4.0% | -4.6% | +0.6% | -3.5% |
| 30D | +0.5% | +1.0% | -0.5% | +0.2% |
| 3M | +18.9% | +9.1% | +9.8% | +17.1% |
| 6M | +10.8% | +14.2% | -3.4% | +8.0% |
| YTD | -7.1% | -41.1% | +34.0% | -2.6% |
| 1Y | -9.6% | -54.7% | +45.1% | -2.6% |
| 3Y | +51.1% | -50.6% | +101.6% | +55.3% |
| 5Y | +19.7% | -76.7% | +96.3% | +17.7% |
| All | +16.5% | -49.8% | +66.4% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded MNDY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling